See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,612 | $152,587+18.4% | $125,175+44.3% | $152,861+18.2% |
| Participation rate | 46.2% | 83.3%-37.2pp | 79.8%-33.6pp | 82.4%-36.3pp |
| Annual return | 16.40% | 54.84%-38.4pp | 43.79%-27.4pp | 345.32%-328.9pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,250 | $5,868-78.7% | $4,937-74.7% | $5,850-78.6% |
| Admin fee / account holder | $2,803 | $13,434-79.1% | $9,702-71.1% | $11,596-75.8% |